Investment Themes
To get out of the information tsunami to which we are subjected on a daily basis, brands must make relevant and differentiating value propositions. Few brands manage to achieve the feat of being permanently ingrained in our collective mind. The secret of a strong brand lies above all in the clarity of the message sent to the consumer who will associate unique values with the brand. It is by claiming a sufficiently visible asperity (a color code, a signature, a unique benefit, etc.) that a brand can emerge and hold our attention in the hubbub of the market. An iconic brand combines strong awareness with clear, precise and differentiating content. Awareness is the amount of presence in the mind of a brand and measures a recognition rate. Content, on the other hand, refers to the brand's message and territory. In other words, a brand must have something to say and to propose (the famous brand promise) and it must make it known by talking about it. The brands selected here combine a unique and high value proposition while telling a story that makes sense to its customers. A strong brand is an intangible asset that constitutes a moat (or sustainable competitive advantage). Companies with a sustainable competitive advantage are often much more profitable over time because they capitalize on their advantages at lower cost, making their business more efficient. The stocks of these companies tend to outperform their respective markets. This is why the MarketScreener team has created this thematic list of companies with strong brands. We used several parameters to measure brand strength such as international brand awareness, consumer confidence in the brand promise, consumer commitment to carrying, relaying and representing its content, brand awareness and image, and brand market value. This list only includes the top 100 companies with strong brands that meet qualitative investment criteria related to their fundamentals.
Our selection
| Technology | Search Engines | 4,122B | +8.13% | ||
| Technology | Other Phones & Handheld Devices | 1,208B | +113.09% | ||
| Technology | Other Semiconductors | 1,975B | +55.48% | ||
| Technology | Other Electronic Equipment & Parts | 121B | +37.12% | ||
| Technology | Other Semiconductors | 236B | +48.97% | ||
| Technology | Other Software | 3,711B | +3.32% | ||
| Technology | Other Semiconductors | 5,563B | +23.52% | ||
| Healthcare | Other Pharmaceuticals | 1,024B | +6.95% | ||
| Technology | Other Semiconductor Equipment & Testing | 655B | +59.26% | ||
| Technology | Other Communications & Networking | 431B | +41.76% | ||
| Technology | Other Internet Services | 107B | +34.06% | ||
| Technology | Other Semiconductors | 780B | +123.00% | ||
| Technology | Application Software | 106B | -23.85% | ||
| Technology | Other Internet Services | 326B | -16.54% | ||
| Technology | Phones & Smart Phones | 4,670B | +17.70% | ||
| Technology | Social Media & Networking | 1,571B | -6.56% | ||
| Consumer Cyclical | Internet & Mail Order Department Stores | 2,788B | +12.00% | ||
| Technology | Other Computer Hardware | 69.03B | +116.49% | ||
| Technology | Internet Security & Transactions Services | 507B | +1.46% | ||
| Industrials | Transaction & Payment Services | 688B | +6.95% | ||
| Consumer Cyclical | Automobiles & Multi Utility Vehicles | 79B | +10.83% | ||
| Consumer Non-Cyclical | Energy Drinks | 85.85B | +14.31% | ||
| Consumer Cyclical | Handbags & Luggage | 177B | -31.34% | ||
| Technology | Cloud Computing Services | 213B | -2.14% | ||
| Consumer Cyclical | Jewelry | 135B | +7.79% | ||
| Industrials | Construction Machinery | 374B | +42.08% | ||
| Consumer Cyclical | Other Apparel & Accessories Retailers | 208B | +1.95% | ||
| Industrials | Other Aerospace & Defense | 350B | +9.44% | ||
| Consumer Cyclical | Other Apparel & Accessories | 14.49B | -16.53% | ||
| Technology | Enterprise Software | 249B | -10.88% | ||
| Consumer Cyclical | Other Footwear | 5.63B | +37.43% | ||
| Technology | Other Internet Services | 155B | -7.28% | ||
| Consumer Cyclical | Other Apparel & Accessories | 20.93B | -0.68% | ||
| Technology | Other Internet Services | 112B | -6.59% | ||
| Energy | Other Oil & Gas Refining and Marketing | 656B | +32.52% | ||
| Consumer Non-Cyclical | Distilleries | 248B | -3.43% | ||
| Industrials | Other Professional Information Services | 45.79B | -20.51% | ||
| Technology | Enterprise Software | 457B | -18.54% | ||
| Technology | Other Internet Services | 508B | -26.08% | ||
| Consumer Cyclical | Quick Service Restaurants | 41.13B | -0.38% | ||
| Technology | Other IT Services & Consulting | 88.29B | -28.14% | ||
| Technology | Other IT Services & Consulting | 48.47B | -30.05% | ||
| Technology | E-commerce & Auction Services | 46.02B | +18.73% | ||
| Technology | Other Semiconductors | 180B | -1.35% | ||
| Industrials | Transaction & Payment Services | 47.02B | -5.86% | ||
| Consumer Non-Cyclical | Other Food Processing | 34.79B | -4.85% | ||
| Technology | Other IT Services & Consulting | 114B | -30.41% | ||
| Energy | Integrated Oil & Gas | 409B | +36.87% | ||
| Energy | Integrated Oil & Gas | 197B | +36.90% | ||
| Technology | Other Household Electronics | 146B | -3.45% | ||
| Energy | Integrated Oil & Gas | 267B | +25.44% | ||
| Basic Materials | Other Specialty Chemicals | 25.38B | -0.93% | ||
| Industrials | Heavy Trucks | 74.08B | +17.78% | ||
| Technology | Other Software | 32.34B | -11.83% | ||
| Healthcare | Other Pharmaceuticals | 252B | -12.94% | ||
| Consumer Non-Cyclical | Other Brewers | 158B | +25.76% | ||
| Industrials | Other Electrical Components & Equipment | 188B | +22.61% | ||
| Consumer Cyclical | Luxury Clothing | 12.84B | -12.58% | ||
| Consumer Non-Cyclical | Cosmetics & Perfumes | 238B | +4.72% | ||
| Consumer Cyclical | Quick Service Restaurants | 46.77B | -0.11% | ||
| - | - | 34.22B | - | ||
| Consumer Non-Cyclical | Other Non-Alcoholic Beverages | 44.35B | +16.35% | ||
| Consumer Cyclical | Other Tires & Rubber Products | 31.59B | +12.72% | ||
| Consumer Cyclical | Tire & Tube Manufacturers | 8.31B | +12.62% | ||
| Healthcare | Other Pharmaceuticals | 236B | +33.58% | ||
| Healthcare | Other Pharmaceuticals | 136B | +23.88% | ||
| Technology | Other Integrated Telecommunications Services | 225B | -2.51% | ||
| Technology | Other IT Services & Consulting | 221B | -20.70% | ||
| Industrials | Agricultural Machinery | 187B | +48.96% | ||
| Consumer Non-Cyclical | Other Household Products | 11.25B | -7.71% | ||
| Consumer Cyclical | Other Apparel & Accessories | 11.14B | -51.59% | ||
| Consumer Cyclical | Other Tires & Rubber Products | 27.69B | +24.20% | ||
| Energy | Other Oil & Gas Refining and Marketing | 189B | -15.82% | ||
| Consumer Cyclical | Other Hotels, Motels & Cruise Lines | 23.61B | +13.51% | ||
| Consumer Cyclical | Quick Service Restaurants | 181B | -16.34% | ||
| Consumer Non-Cyclical | Other Non-Alcoholic Beverages | 379B | +25.98% | ||
| Healthcare | Other Pharmaceuticals | 304B | +18.23% | ||
| Healthcare | Other Pharmaceuticals | 206B | -8.10% | ||
| Consumer Non-Cyclical | Other Tobacco | 284B | +13.80% | ||
| Consumer Cyclical | Quick Service Restaurants | 27.96B | +17.50% | ||
| Healthcare | Medical Prosthetics | 17.23B | +13.38% | ||
| Consumer Cyclical | Games, Toys & Children Vehicles | 65.3B | -16.57% | ||
| Consumer Non-Cyclical | Other Personal Products | 340B | +2.18% | ||
| Healthcare | Other Pharmaceuticals | 100B | +1.21% | ||
| Technology | Other Wireless Telecommunications Services | 176B | +3.38% | ||
| Consumer Cyclical | Other Apparel & Accessories | 246B | -33.47% | ||
| Consumer Non-Cyclical | Other Personal Products | 70.77B | +12.34% | ||
| Consumer Non-Cyclical | Other Personal Products | 139B | -1.99% | ||
| Consumer Cyclical | Other Hotels, Motels & Cruise Lines | 70.04B | +8.33% | ||
| Technology | Other Integrated Telecommunications Services | 158B | +2.68% | ||
| Consumer Non-Cyclical | Carbonated Soft Drinks | 188B | -4.10% | ||
| Consumer Cyclical | Other Hotels, Motels & Cruise Lines | 87.75B | +8.47% | ||
| Industrials | Other Electrical Components & Equipment | 243B | +14.01% | ||
| Basic Materials | Other Specialty Chemicals | 17.77B | +9.11% | ||
| Consumer Non-Cyclical | Other Food Processing | 47.64B | -17.01% | ||
| Consumer Non-Cyclical | Other Personal Products | 37.58B | -0.82% | ||
| Consumer Cyclical | Other Apparel & Accessories Retailers | 5.34B | -13.04% | ||
| Healthcare | Glasses, Spectacles & Contact Lenses | 80.01B | -44.50% | ||
| Consumer Non-Cyclical | Consumer Goods Conglomerates | 86.93B | +5.28% | ||
| Consumer Non-Cyclical | Sanitary Products | 34.91B | +4.03% | ||
News of the components
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